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BIRNAM WOOD CAPITAL, LLC
CRD 269897File 801-118151
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$106.1M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $106.1M
Clients
51
54 accounts
Employees
2
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 28, 2020
- Principal office
- 3963 MAPLE AVENUE, SUITE 300, DALLAS, TX, 75219
- Phone
- 214.935.3707
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $106.1M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $106.1M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 54
- Total accounts
- 54
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.9M |
| Charitable organizations | Fewer than 5 | $32.0M |
| High net worth individuals | 51 | $71.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.